How does the advisor help clients – Key Takeaways:
Shepherd Financial Partners, LLC is a leading independent financial advisory firm that offers personalized and comprehensive financial planning services to individuals, families, and businesses. With a team of experienced and qualified advisors, Shepherd Financial Partners strives to help its clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2007, Shepherd Financial Partners has over 13 years of experience in the financial industry. The firm has assisted thousands of clients in managing their wealth and creating a path towards financial stability.
As a fee-only advisory firm, Shepherd Financial Partners has a fiduciary duty to act in the best interests of its clients. This means that the firm is dedicated to providing unbiased and objective financial advice, without any conflicts of interest.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2019) | 10 | 13 years |
Financial Services Offered
Shepherd Financial Partners offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
- Charitable giving
Client Types
Shepherd Financial Partners serves a diverse group of clients, including:
- High-net-worth individuals and families
- Business owners and executives
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
As a fee-only advisory firm, Shepherd Financial Partners charges a percentage of assets under management as its fees. This means that the firm’s compensation is directly tied to the performance of its clients’ portfolios, aligning its interests with those of its clients.
Shepherd Financial Partners also offers financial planning services on an hourly or fixed fee basis, depending on the complexity and scope of the services required by the client.
Background
Shepherd Financial Partners was founded by John Shepherd, a certified financial planner with over 25 years of experience in the financial industry. The firm’s team of advisors includes certified financial planners and other professionals with expertise in various areas of financial planning.
The firm is committed to staying up-to-date with the latest financial trends and strategies, ensuring that its clients receive the best and most relevant advice for their financial needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, Shepherd Financial Partners is required to disclose any potential conflicts of interest to its clients. The firm’s Form ADV, which is filed with the Securities and Exchange Commission, includes all necessary disclosures, including information on fees, services, and potential conflicts of interest.
Shepherd Financial Partners is also committed to maintaining transparency and open communication with its clients, providing them with all the information they need to make informed decisions about their financial future.
In conclusion, Shepherd Financial Partners, LLC is a trusted and experienced financial advisor that offers a comprehensive range of services to help clients achieve their financial goals. With its fiduciary duty and commitment to transparency, the firm has earned a reputation for delivering personalized and quality financial advice to its clients.